Retirement & Estate Planning

Our retirement planning offering is an in-depth analysis of your retirement picture. We will first take note of your goals for this engagement. These goals could be centered around and not limited to:

- Cash flow management
- Pension analysis (including CPP & OAS)
- Portfolio analysis
- Fee analysis
- Tax planning
- Pre-retirement analysis
- Estate Planning

Our goal is to provide you with a snapshot of your current financial plan. With a large focus on discovery, we will leave no stone unturned with regards to your retirement plan.

Once we gather sufficient information, we will provide solutions based on your goals. When we do present these ideas, there is a collaborative theme as we will gain feedback from you on any solution we present. When both the client and advisor agree upon the plan, we will implement it. The final step in this process is to continuously monitor your situation to ensure our strategies are geared toward your goals.

This service is offered as a value add for those who seek to have their investable assets held with Peak Securities Inc. Please see the investment page for disclaimers.